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Plan Name | EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | EVANS & ASSOCIATES ENTERPRISES INC. |
Employer identification number (EIN): | 730797713 |
NAIC Classification: | 236200 |
Additional information about EVANS & ASSOCIATES ENTERPRISES INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1996-05-13 |
Company Identification Number: | 601708917 |
Legal Registered Office Address: |
25305 212TH PL SE PO BOX 1442 MAPLE VALLEY United States of America (USA) 98038 |
More information about EVANS & ASSOCIATES ENTERPRISES INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | SHERRY SMITH | |||
001 | 2016-01-01 | SHERRY SMITH | |||
001 | 2015-01-01 | SHERRY SMITH | |||
001 | 2014-11-01 | LEE EVANS | |||
001 | 2014-11-01 | GARY ROUSE | |||
001 | 2013-11-01 | LEE EVANS | |||
001 | 2012-11-01 | LEE EVANS | |||
001 | 2011-11-01 | LEE EVANS | |||
001 | 2010-11-01 | LINDA BROWN | |||
001 | 2009-11-01 | LINDA J BROWN | |||
001 | 2008-11-01 |
Measure | Date | Value |
---|---|---|
2022: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 222 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 39 |
Total of all active and inactive participants | 2022-01-01 | 261 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 261 |
Number of participants with account balances | 2022-01-01 | 227 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 289 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 53 |
Total of all active and inactive participants | 2021-01-01 | 290 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 290 |
Number of participants with account balances | 2021-01-01 | 254 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 289 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 243 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 46 |
Total of all active and inactive participants | 2020-01-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 289 |
Number of participants with account balances | 2020-01-01 | 243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 238 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 45 |
Total of all active and inactive participants | 2019-01-01 | 283 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 283 |
Number of participants with account balances | 2019-01-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 280 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 289 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 18 |
Total of all active and inactive participants | 2018-01-01 | 307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 307 |
Number of participants with account balances | 2018-01-01 | 220 |
2017: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 267 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 280 |
Number of participants with account balances | 2017-01-01 | 209 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 382 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 281 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 292 |
Number of participants with account balances | 2016-01-01 | 224 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 292 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 90 |
Total of all active and inactive participants | 2015-01-01 | 382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 382 |
Number of participants with account balances | 2015-01-01 | 207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-11-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 282 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 26 |
Total of all active and inactive participants | 2014-11-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
Total participants | 2014-11-01 | 308 |
Number of participants with account balances | 2014-11-01 | 178 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
2013: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-11-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 299 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 26 |
Total of all active and inactive participants | 2013-11-01 | 325 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
Total participants | 2013-11-01 | 325 |
Number of participants with account balances | 2013-11-01 | 185 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
2012: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-11-01 | 313 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 275 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 33 |
Total of all active and inactive participants | 2012-11-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
Total participants | 2012-11-01 | 308 |
Number of participants with account balances | 2012-11-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
2011: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-11-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 287 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 17 |
Total of all active and inactive participants | 2011-11-01 | 304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
Total participants | 2011-11-01 | 304 |
Number of participants with account balances | 2011-11-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
2010: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-11-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 253 |
Number of retired or separated participants receiving benefits | 2010-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 11 |
Total of all active and inactive participants | 2010-11-01 | 264 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
Total participants | 2010-11-01 | 264 |
Number of participants with account balances | 2010-11-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 0 |
2009: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-11-01 | 268 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 272 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 35 |
Total of all active and inactive participants | 2009-11-01 | 307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 1 |
Total participants | 2009-11-01 | 308 |
Number of participants with account balances | 2009-11-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-988,196 |
Total loss/gain on sale of assets | 2022-12-31 | $-95,800 |
Total of all expenses incurred | 2022-12-31 | $950,101 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $915,869 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,224,700 |
Value of total assets at end of year | 2022-12-31 | $13,516,352 |
Value of total assets at beginning of year | 2022-12-31 | $15,454,649 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $34,232 |
Total interest from all sources | 2022-12-31 | $25,551 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $251,459 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $251,459 |
Administrative expenses professional fees incurred | 2022-12-31 | $34,232 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $729,035 |
Participant contributions at end of year | 2022-12-31 | $786,913 |
Participant contributions at beginning of year | 2022-12-31 | $647,722 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $858 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $1,278 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $24,047 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $27,990 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,938,297 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,516,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,454,649 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $12,491,155 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,569,115 |
Interest on participant loans | 2022-12-31 | $25,551 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $213,379 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $208,544 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,397,186 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $3,080 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $495,665 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $915,869 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $3,925,333 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $4,021,133 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS,LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,018,617 |
Total loss/gain on sale of assets | 2021-12-31 | $2,300,593 |
Total of all expenses incurred | 2021-12-31 | $1,250,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,211,327 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,375,505 |
Value of total assets at end of year | 2021-12-31 | $15,454,649 |
Value of total assets at beginning of year | 2021-12-31 | $13,686,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $38,901 |
Total interest from all sources | 2021-12-31 | $26,536 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $225,377 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $225,377 |
Administrative expenses professional fees incurred | 2021-12-31 | $38,901 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $706,414 |
Participant contributions at end of year | 2021-12-31 | $647,722 |
Participant contributions at beginning of year | 2021-12-31 | $641,507 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $221,365 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,278 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $214 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $27,990 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $24,474 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,768,389 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,454,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,686,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $14,569,115 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,806,145 |
Interest on participant loans | 2021-12-31 | $26,536 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $208,544 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $213,920 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-911,429 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,035 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $447,726 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,211,327 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $13,190,449 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $10,889,856 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS,LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,913,495 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,203,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,177,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,312,923 |
Value of total assets at end of year | 2020-12-31 | $13,686,260 |
Value of total assets at beginning of year | 2020-12-31 | $11,976,608 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $26,342 |
Total interest from all sources | 2020-12-31 | $34,225 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $192,852 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $192,852 |
Administrative expenses professional fees incurred | 2020-12-31 | $26,342 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $679,192 |
Participant contributions at end of year | 2020-12-31 | $641,507 |
Participant contributions at beginning of year | 2020-12-31 | $822,449 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $209,861 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $214 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $503 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $24,474 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,709,652 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,686,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,976,608 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,806,145 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,761,758 |
Interest on participant loans | 2020-12-31 | $34,225 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $213,920 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $391,898 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,373,495 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $423,870 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,177,501 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BKD,LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,938,852 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,053,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,021,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,052,152 |
Value of total assets at end of year | 2019-12-31 | $11,976,608 |
Value of total assets at beginning of year | 2019-12-31 | $10,090,979 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $32,169 |
Total interest from all sources | 2019-12-31 | $36,303 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $228,783 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $228,783 |
Administrative expenses professional fees incurred | 2019-12-31 | $32,169 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $633,779 |
Participant contributions at end of year | 2019-12-31 | $822,449 |
Participant contributions at beginning of year | 2019-12-31 | $836,569 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $5,933 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $503 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $69 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $23 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,885,629 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,976,608 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,090,979 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,761,758 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,844,234 |
Interest on participant loans | 2019-12-31 | $36,303 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $391,898 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $410,084 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,611,389 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $10,225 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $412,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,021,054 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD,LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $545,644 |
Total loss/gain on sale of assets | 2018-12-31 | $182,721 |
Total of all expenses incurred | 2018-12-31 | $714,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $691,006 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,066,741 |
Value of total assets at end of year | 2018-12-31 | $10,090,979 |
Value of total assets at beginning of year | 2018-12-31 | $10,260,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $23,803 |
Total interest from all sources | 2018-12-31 | $30,808 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $200,682 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $200,682 |
Administrative expenses professional fees incurred | 2018-12-31 | $23,803 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $655,625 |
Participant contributions at end of year | 2018-12-31 | $836,569 |
Participant contributions at beginning of year | 2018-12-31 | $709,307 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $367 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $69 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $95 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $23 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $24,900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-169,165 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,090,979 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,260,144 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,844,234 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,053,579 |
Interest on participant loans | 2018-12-31 | $30,808 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $410,084 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $472,263 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-939,364 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $4,056 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $410,749 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $691,006 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $11,267,667 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $11,084,946 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BKD,LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $22,322 |
Total income from all sources (including contributions) | 2017-12-31 | $2,354,984 |
Total loss/gain on sale of assets | 2017-12-31 | $1,066,013 |
Total of all expenses incurred | 2017-12-31 | $886,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $860,869 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,015,779 |
Value of total assets at end of year | 2017-12-31 | $10,260,144 |
Value of total assets at beginning of year | 2017-12-31 | $8,814,449 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $26,098 |
Total interest from all sources | 2017-12-31 | $23,643 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $184,622 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $184,622 |
Administrative expenses professional fees incurred | 2017-12-31 | $26,098 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $607,278 |
Participant contributions at end of year | 2017-12-31 | $709,307 |
Participant contributions at beginning of year | 2017-12-31 | $586,756 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $7,384 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $95 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $108 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $22,322 |
Total non interest bearing cash at end of year | 2017-12-31 | $24,900 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $22,389 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,468,017 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,260,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,792,127 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,053,579 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,751,521 |
Interest on participant loans | 2017-12-31 | $23,643 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $472,263 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $453,675 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $58,089 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $6,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $401,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $860,869 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $18,047,459 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $16,981,446 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BKD,LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $22,322 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $33 |
Total income from all sources (including contributions) | 2016-12-31 | $1,513,989 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $373,585 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $344,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $993,876 |
Value of total assets at end of year | 2016-12-31 | $8,814,449 |
Value of total assets at beginning of year | 2016-12-31 | $7,651,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $29,029 |
Total interest from all sources | 2016-12-31 | $18,946 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $124,048 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $124,048 |
Administrative expenses professional fees incurred | 2016-12-31 | $29,029 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $591,566 |
Participant contributions at end of year | 2016-12-31 | $586,756 |
Participant contributions at beginning of year | 2016-12-31 | $610,431 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $12,175 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $108 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $52 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $22,322 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $33 |
Total non interest bearing cash at end of year | 2016-12-31 | $22,389 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,622 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,140,404 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,792,127 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,651,723 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,751,521 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,578,264 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $18,946 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $453,675 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $461,387 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $370,513 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $6,606 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $390,135 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $344,556 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HOGAN TAYLOR |
Accountancy firm EIN | 2016-12-31 | 731413977 |
2015 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $33 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $804,381 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $302,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $286,799 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $921,089 |
Value of total assets at end of year | 2015-12-31 | $7,651,756 |
Value of total assets at beginning of year | 2015-12-31 | $7,150,168 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $16,027 |
Total interest from all sources | 2015-12-31 | $18,892 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $156,102 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $156,102 |
Administrative expenses professional fees incurred | 2015-12-31 | $16,027 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $558,872 |
Participant contributions at end of year | 2015-12-31 | $610,431 |
Participant contributions at beginning of year | 2015-12-31 | $496,845 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $52 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $33 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,622 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $6 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $501,555 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,651,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,150,168 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,578,264 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,653,317 |
Interest on participant loans | 2015-12-31 | $18,892 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $461,387 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-295,994 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $4,292 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $362,217 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $286,799 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HOGAN TAYLOR |
Accountancy firm EIN | 2015-12-31 | 731413977 |
2014 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $138,212 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $100,974 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $95,739 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,351 |
Value of total corrective distributions | 2014-12-31 | $288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $128,984 |
Value of total assets at end of year | 2014-12-31 | $7,150,168 |
Value of total assets at beginning of year | 2014-12-31 | $7,112,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,596 |
Total interest from all sources | 2014-12-31 | $2,800 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $2,596 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $79,765 |
Participant contributions at end of year | 2014-12-31 | $496,845 |
Participant contributions at beginning of year | 2014-12-31 | $444,297 |
Other income not declared elsewhere | 2014-12-31 | $6,428 |
Total non interest bearing cash at end of year | 2014-12-31 | $6 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $6 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $37,238 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,150,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,112,930 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,653,317 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,668,627 |
Interest on participant loans | 2014-12-31 | $2,800 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $49,219 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $95,739 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Total unrealized appreciation/depreciation of assets | 2014-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-31 | $0 |
Total income from all sources (including contributions) | 2014-10-31 | $1,370,607 |
Total loss/gain on sale of assets | 2014-10-31 | $0 |
Total of all expenses incurred | 2014-10-31 | $1,292,127 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-10-31 | $1,276,504 |
Expenses. Certain deemed distributions of participant loans | 2014-10-31 | $2,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-10-31 | $863,567 |
Value of total assets at end of year | 2014-10-31 | $7,112,930 |
Value of total assets at beginning of year | 2014-10-31 | $7,034,450 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-10-31 | $13,006 |
Total interest from all sources | 2014-10-31 | $14,485 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-10-31 | No |
Administrative expenses professional fees incurred | 2014-10-31 | $11,332 |
Was this plan covered by a fidelity bond | 2014-10-31 | Yes |
Value of fidelity bond cover | 2014-10-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-10-31 | No |
Contributions received from participants | 2014-10-31 | $527,258 |
Participant contributions at end of year | 2014-10-31 | $444,297 |
Participant contributions at beginning of year | 2014-10-31 | $423,114 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-10-31 | $24,476 |
Other income not declared elsewhere | 2014-10-31 | $492,555 |
Total non interest bearing cash at end of year | 2014-10-31 | $6 |
Total non interest bearing cash at beginning of year | 2014-10-31 | $6 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
Value of net income/loss | 2014-10-31 | $78,480 |
Value of net assets at end of year (total assets less liabilities) | 2014-10-31 | $7,112,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-10-31 | $7,034,450 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-10-31 | $6,668,627 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-10-31 | $6,611,330 |
Interest on participant loans | 2014-10-31 | $14,485 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-10-31 | No |
Contributions received in cash from employer | 2014-10-31 | $311,833 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-10-31 | $1,276,504 |
Contract administrator fees | 2014-10-31 | $1,674 |
Did the plan have assets held for investment | 2014-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-10-31 | Disclaimer |
Accountancy firm name | 2014-10-31 | HOGAN TAYLOR LLP |
Accountancy firm EIN | 2014-10-31 | 731413977 |
2013 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total income from all sources (including contributions) | 2013-10-31 | $1,851,241 |
Total loss/gain on sale of assets | 2013-10-31 | $0 |
Total of all expenses incurred | 2013-10-31 | $611,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $569,847 |
Value of total corrective distributions | 2013-10-31 | $26,021 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $889,944 |
Value of total assets at end of year | 2013-10-31 | $7,034,450 |
Value of total assets at beginning of year | 2013-10-31 | $5,794,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $15,148 |
Total interest from all sources | 2013-10-31 | $11,421 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | No |
Administrative expenses professional fees incurred | 2013-10-31 | $8,511 |
Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
Value of fidelity bond cover | 2013-10-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
Contributions received from participants | 2013-10-31 | $550,065 |
Participant contributions at end of year | 2013-10-31 | $423,114 |
Participant contributions at beginning of year | 2013-10-31 | $300,565 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-10-31 | $12,689 |
Other income not declared elsewhere | 2013-10-31 | $949,876 |
Total non interest bearing cash at end of year | 2013-10-31 | $6 |
Total non interest bearing cash at beginning of year | 2013-10-31 | $6 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Value of net income/loss | 2013-10-31 | $1,240,225 |
Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $7,034,450 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $5,794,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-10-31 | $6,611,330 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-10-31 | $5,493,654 |
Interest on participant loans | 2013-10-31 | $11,421 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
Contributions received in cash from employer | 2013-10-31 | $327,190 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $569,847 |
Contract administrator fees | 2013-10-31 | $6,637 |
Did the plan have assets held for investment | 2013-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Disclaimer |
Accountancy firm name | 2013-10-31 | HARTOG, KALLENBARGER & SWARTHOUT |
Accountancy firm EIN | 2013-10-31 | 271125182 |
2012 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $0 |
Total income from all sources (including contributions) | 2012-10-31 | $1,274,862 |
Total loss/gain on sale of assets | 2012-10-31 | $0 |
Total of all expenses incurred | 2012-10-31 | $481,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-10-31 | $451,687 |
Value of total corrective distributions | 2012-10-31 | $10,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-10-31 | $797,001 |
Value of total assets at end of year | 2012-10-31 | $5,794,225 |
Value of total assets at beginning of year | 2012-10-31 | $5,000,716 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-10-31 | $19,460 |
Total interest from all sources | 2012-10-31 | $11,630 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-10-31 | No |
Administrative expenses professional fees incurred | 2012-10-31 | $4,400 |
Was this plan covered by a fidelity bond | 2012-10-31 | Yes |
Value of fidelity bond cover | 2012-10-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
Contributions received from participants | 2012-10-31 | $525,392 |
Participant contributions at end of year | 2012-10-31 | $300,565 |
Participant contributions at beginning of year | 2012-10-31 | $302,353 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-10-31 | $21,221 |
Total non interest bearing cash at end of year | 2012-10-31 | $6 |
Total non interest bearing cash at beginning of year | 2012-10-31 | $6 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
Value of net income/loss | 2012-10-31 | $793,509 |
Value of net assets at end of year (total assets less liabilities) | 2012-10-31 | $5,794,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-10-31 | $5,000,716 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-10-31 | $5,493,654 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-10-31 | $4,698,357 |
Interest on participant loans | 2012-10-31 | $11,630 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-10-31 | $466,231 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-10-31 | No |
Contributions received in cash from employer | 2012-10-31 | $250,388 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-10-31 | $451,687 |
Contract administrator fees | 2012-10-31 | $15,060 |
Did the plan have assets held for investment | 2012-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-10-31 | Disclaimer |
Accountancy firm name | 2012-10-31 | BASKIN HADLEY & STEVENS, P.C. |
Accountancy firm EIN | 2012-10-31 | 731070564 |
2011 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $0 |
Total income from all sources (including contributions) | 2011-10-31 | $681,145 |
Total loss/gain on sale of assets | 2011-10-31 | $0 |
Total of all expenses incurred | 2011-10-31 | $393,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-10-31 | $352,710 |
Value of total corrective distributions | 2011-10-31 | $15,791 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-10-31 | $560,919 |
Value of total assets at end of year | 2011-10-31 | $5,000,716 |
Value of total assets at beginning of year | 2011-10-31 | $4,712,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-10-31 | $24,500 |
Total interest from all sources | 2011-10-31 | $10,760 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-10-31 | No |
Administrative expenses professional fees incurred | 2011-10-31 | $4,447 |
Was this plan covered by a fidelity bond | 2011-10-31 | Yes |
Value of fidelity bond cover | 2011-10-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-10-31 | No |
Contributions received from participants | 2011-10-31 | $419,493 |
Participant contributions at end of year | 2011-10-31 | $302,353 |
Participant contributions at beginning of year | 2011-10-31 | $269,988 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-10-31 | $2,212 |
Total non interest bearing cash at end of year | 2011-10-31 | $6 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
Value of net income/loss | 2011-10-31 | $288,144 |
Value of net assets at end of year (total assets less liabilities) | 2011-10-31 | $5,000,716 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-10-31 | $4,712,572 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-10-31 | $4,698,357 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-10-31 | $4,442,584 |
Interest on participant loans | 2011-10-31 | $10,760 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-10-31 | $109,466 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-10-31 | No |
Contributions received in cash from employer | 2011-10-31 | $139,214 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-10-31 | $352,710 |
Contract administrator fees | 2011-10-31 | $20,053 |
Did the plan have assets held for investment | 2011-10-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-10-31 | Disclaimer |
Accountancy firm name | 2011-10-31 | BASKIN, STEVENS & FREELAND, P.C. |
Accountancy firm EIN | 2011-10-31 | 731070564 |
2010 : EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |
2022: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | Yes |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Insurance | Yes |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement – Insurance | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Insurance | Yes |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement – Insurance | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Insurance | Yes |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement – Insurance | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Insurance | Yes |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement – Insurance | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2010: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-11-01 | Type of plan entity | Single employer plan |
2010-11-01 | Submission has been amended | No |
2010-11-01 | This submission is the final filing | No |
2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-11-01 | Plan is a collectively bargained plan | No |
2010-11-01 | Plan funding arrangement – Insurance | Yes |
2010-11-01 | Plan funding arrangement – Trust | Yes |
2010-11-01 | Plan benefit arrangement – Insurance | Yes |
2010-11-01 | Plan benefit arrangement - Trust | Yes |
2009: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Insurance | Yes |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement – Insurance | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |
2008: EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses | ||
2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | No |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | No |